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Wells Fargo

2,855 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% more funds holding

Funds holding: 2,6432,855 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,855
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.82B
Puts
$5.39B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1526
Bedel Financial Consulting
Indiana
$814K
DM
1527
Diversified Management
Wisconsin
$813K
WFA
1528
Wellspring Financial Advisors
Ohio
$813K
CIM
1529
CIM Investment Management
Pennsylvania
$813K
MFA
1530
Mayflower Financial Advisors
Massachusetts
$812K
DWM
1531
Dakota Wealth Management
Florida
$811K
KW
1532
KWB Wealth
California
$810K
SSWM
1533
Sheets Smith Wealth Management
North Carolina
$807K
HI
1534
Hudock Inc
Pennsylvania
$804K
MCC
1535
Money Concepts Capital
Florida
$799K
LFA
1536
Lauterbach Financial Advisors
Texas
$797K
GTWM
1537
Global Trust Wealth Management
Florida
$796K
TL
1538
Tradewinds LLC
North Carolina
$795K
FFP
1539
FourThought Financial Partners
Florida
$795K
HBS
1540
Howard Bailey Securities
Indiana
$792K
VWM
1541
Vermillion Wealth Management
Minnesota
$791K
MCM
1542
Manchester Capital Management
Vermont
$785K
JFA
1543
JNBA Financial Advisors
Minnesota
$784K
AMG
1544
Advisors Management Group
Wisconsin
$783K
WA
1545
Waddell & Associates
Tennessee
$781K
SIM
1546
Sentry Investment Management
Wisconsin
$780K
SIA
1547
Strategic Investment Advisors
Michigan
$779K
CIC
1548
Cutler Investment Counsel
Oregon
$779K
CUAMC
1549
China Universal Asset Management Company
China
$778K
CB
1550
Cadence Bank
Mississippi
$777K